Richard Jones (CRD# 7181606) is an Investment Advisor Representative working at Onedigital Investment Advisors in Raleigh, NC and has over 3 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 4293380
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | May 2023 - Current | 1 |
| Resources Investment Advisors, LLC | Overland Park, KS | Jun 2021 - Current | 3 |
| Royal Alliance | Raleigh, NC | Jul 2020 - May 2021 | < 1 |
| Capitol Financial | Raleigh, NC | Sep 2019 - May 2021 | 1 |
| North Carolina State University | Raleigh, NC | Aug 2016 - May 2020 | 3 |
| Greasecycle LLC | Raleigh, NC | May 2019 - Sep 2019 | < 1 |
| Fastenal | Durham, NC | May 2018 - Sep 2019 | 1 |
| Parking Management Company | Raleigh, NC | Jul 2017 - May 2018 | < 1 |
| Unemployed | Cary, NC | Jun 2016 - Aug 2016 | < 1 |
| Apex High School | Apex, NC | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- NC
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Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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